October 27, 2023

Episode 172: Best Opportunities in Private Markets with Drew Schardt of Hamilton Lane

35 minutes

In this episode of the InsuranceAUM.com Podcast, Stewart Foley is joined by Drew Schardt, Vice Chairman and Head of Investment Strategy at Hamilton Lane. With over 30 years of experience in private markets, Drew delves into the evolution of private credit, explaining its role in today’s economic landscape and its appeal to insurance companies. He discusses the key factors driving the expansion of private credit, including the pullback of traditional banks and the increasing demand for private debt solutions. Drew also highlights Hamilton Lane’s unique approach to private equity, offering insights into the firm’s strategic focus on information access and advanced technology solutions to enhance investment decisions.

Drew further explores the top opportunities in private markets, emphasizing the importance of private credit in the current macro environment. He offers a detailed overview of Hamilton Lane’s market outlook, covering potential trends in 2024, including inflation, valuations, and liquidity. Whether you’re an experienced investor or new to private markets, this episode provides valuable perspectives on navigating the complexities of private equity and private credit, particularly within the insurance industry.

*figures are as of 6/30/23

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